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New Features

Preference-Based Email Digests

• Get automatic email digests (daily or weekly) summarizing new filings and status updates that match your saved preferences, with direct links to every filing.

New Global Notifications section of the Preferences page

Example of the Weekly Digest email, showing total update count and how individual filings are linked

AI Assistant: Faster Large Tables

• Tables returned by the AI Assistant and Query Builder now paginate instead of loading everything at once, so large result sets no longer slow down your browser.

Resulting table with Page count and control highlighted

Preferences: Separate Notifications from Workspace Filtering

• A new toggle lets you receive preference-based notifications without forcing your saved preferences onto every page's filters.

Highlighting the new toggle option to enable notifications without setting default filters, found on the Preferences page

Improvements

Notifications: Refreshed Bookmark Alerts

• The email you get when a bookmarked filing changes status has a cleaner new look, now visually consistent with the new preference digest emails.

Updated look of the Filing Disposition Update email

Bug Fixes

• INS-2182: fixed an issue where the TOI column in the Filings Browser did not display the correct tool tip.